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Ullmann Wealth Partners Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Ullmann Wealth Partners Group’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,708
Closed -$95K – 132
2017
Q2 		$95K Buy
+1,708
New +$94.8K 0.07% 73

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ullmann Wealth Partners Group's USIG Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2017, closing a stake of 1,708 shares — an estimated $95K sold.

Ullmann Wealth Partners Group first reported a position in USIG in Q2 2017 and held it in 1 quarter. The position peaked at $95K in Q2 2017. 102 funds tracked by Wall St. Rank hold USIG as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 1,708 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2017, an estimated $95K.
  • Ullmann Wealth Partners Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2017 and held it in 1 quarter.
  • Ullmann Wealth Partners Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $95K in Q2 2017.
  • 102 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.